Financial Planning Explained

Case Study - Maximizing Social Security Benefits Part I

This week on Financial Planning: Explained, host Mike Menninger, CFP starts a new series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations.

The first case study discusses Maximizing Social Security Benefits. There are many different facets when it comes to Social Security, and everyone's situation is unique. Check out this episode for some ideas that may benefit you when it comes to maximizing your social security.

Changing Careers: From Corporate America To Owning A Business with Carol Verhake

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Carol Verhake. Carol is the owner and founder of Lasting Landscapes by Carol.

Carol and Mike discuss her transition from corporate America to following her dream by starting her own landscaping business. For anyone considering a career change, this episode is a must watch.

Alternative Investments: Diversifying Your Portfolio with Gaston Escudero

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Gaston Escudero. Gaston is the Mid Atlantic Regional Sales Director at NexPoint.

Gaston and Mike explore the various options of alternative investing. Breaking the traditional Stock/Bond blend, alternative investments allow you to further diversify your investment portfolio.

Sudden Wealth Law with Paul Deloughery

This week on Financial Planning: Explained, host Michael Menninger, CFP® is joined by Paul Deloughery. Paul is a Managing Attorney at Sudden Wealth Protection Law, PLC.

 

Paul and Mike talk about sudden wealth and how important it is to protect it. Whether it be an inheritance, trusts, or estates, the legal piece is extremely important so that you keep what is rightfully yours.

Women‘s Retirement & What‘s Next with Autumn Nessler

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Autumn Nessler. Autumn is a Certified Retirement Options Coach at An Intentional Life, LLC. 

 

Autumn and Mike discuss the soft side of retirement planning for women. Women in the work place face many challenges through their career including: marriage, pregnancies, raising children. Autumn and Mike look into steps to help women get back to investing in themselves upon retirement.

Year End Tax Planning Part II with Brian Pugliese, CPA

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors.

Brian and Mike talk about ways to maximize tax benefits when contributing to a 529 plan.

Year End Tax Planning with Brian Pugliese, CPA

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors.

 

Brian and Mike discuss key tax strategies that people should consider going in to the end of the year.

Financial Planning Q&A Part 6 with Kyle Ryan, CFP and Ryan Keefe

On this week's on Financial Planning: Explained, host Michael Menninger, CFP is joined by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are answering questions asked by our audience in the final leg of a four part panel series.

 

In the final Q&A episode, the guys talk about the difference between active and passive investing, growth and value stocks, and getting bumped into a higher tax bracket.

Financial Planning Q&A Part 5 with Kyle Ryan, CFP and Ryan Keefe

This week on Financial Planning: Explained, host Michael Menninger, CFP is once again accompanied by Kyle Ryan, CFP and Ryan Keefe for part 3 of this four part Q&A series. Ryan and Kyle are both junior staff members at Menninger & Associates financial planning.

 

In part 3, the trio discusses backdoor Roth IRAs, the rules behind gifting money, and the very popular subject of how to combat inflation.

Financial Planning Q&A Part 4 with Kyle Ryan, CFP and Ryan Keefe

On this week's on Financial Planning: Explained, host Michael Menninger, CFP joined again by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are answering more questions that were asked by our audience.

 

In the second part of this four part Q&A series, the trio talks about the right time to take social security, investment allocations by age, and tax write offs.